Administrative Assistant/Receptionist

Walz GroupLititz, PA
1d

About The Position

Walz Group is a cohesive team of financial professionals and business experts in the Lancaster, PA area who passionately advance our clients’ financial and organizational goals. Within our CPA firm, we adopt the philosophy of Ultimate Accountability, our promise to deliver tailored, personal, and expert services to our clients on every job, every time. We provide our clients with the best knowledge base, the highest degree of personalized support, and a full breadth of expertise in accounting, auditing, tax, and business management services. Currently we are looking for a people-focused administrative professional to join our team as a Full-Time Administrative Assistant/Receptionist. In this role you will provide administrative support for the daily operational functions of the firm, while working with our clients and members of the public in person and on the phone. This job is a full-time role, the flexibility to work additional hours as needed during the tax season (February – April 15) including one to two Saturday mornings a month.

Requirements

  • Minimum of five years’ professional administrative experience in an office environment
  • Attention to detail and solid organization skills
  • Good time management skills and ability to prioritize
  • Ability to work under pressure
  • Strong verbal and written communication skills
  • Familiarity with Microsoft Office Suite of software, most notably Outlook, Word, and Excel
  • Professional etiquette
  • A warm, people-centric personality
  • Customer-service focus

Responsibilities

  • Letter and financial statement preparation
  • Assist with monthly billing
  • Assist with processing tax returns
  • Maintaining our digital filing system
  • Maintaining our client database
  • Greeting and welcoming clients
  • Answering and distributing incoming calls
  • Receiving and sorting mail
  • Other administrative and clerical support as needed

Benefits

  • Competitive salary
  • Generous paid holidays, vacation, and sick time
  • Excellent medical, dental and vision coverage
  • Life insurance
  • Short-term and long-term disability insurance
  • 401(k) plan, match and profit sharing
  • Opportunity for growth and development
  • A fun and engaging team to work with
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